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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,512 | $87,060+60.2% | $105,591+32.1% | $80,911+72.4% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 20.81% | 17.05%+3.8pp | 116.43%-95.6pp | 35.63%-14.8pp |
| Employer contribution / active EE | $6,041 | $2,396+152.1% | $3,166+90.8% | $2,756+119.2% |
| Participant deferral / active EE | $11,872 | $3,986+197.8% | $5,008+137.0% | $4,297+176.3% |
| Admin fee / account holder | $10,957 | $8,442+29.8% | $11,024-0.6% | $6,935+58.0% |